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UIM
USS Investment Management Portfolio holdings
AUM
$25.6B
1-Year Est. Return
30.22%
This Fund
S&P 500
This Quarter
Est. Return
+9.78%
1 Year Est. Return
+30.22%
3 Year Est. Return
+85.33%
5 Year Est. Return
+111.9%
10 Year Est. Return
+432.34%
AUM
$22B
AUM Growth
+$5.11B
(+30%)
Cap. Flow
+$3.66B
Cap. Flow
% of AUM
16.65%
Top 10 Holdings %
Top 10 Hldgs %
47.55%
Holding
530
New
7
Increased
35
Reduced
55
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.87B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$644M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$643M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$359M |
| 5 |
Amazon
AMZN
|
+$260M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$166M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
+$51.3M |
| 3 |
Yum! Brands
YUM
|
+$51.2M |
| 4 |
Marriott International
MAR
|
+$47.5M |
| 5 |
Otis Worldwide
OTIS
|
+$25.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.58% |
| 2 | Financials | 10.1% |
| 3 | Consumer Discretionary | 8.85% |
| 4 | Industrials | 6.62% |
| 5 | Healthcare | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Snap
SNAP
$9.3B
| $1.66M | 0.01% |
214,829
| – | – |
|
502
Best Buy
BBY
$17.6B
| $1.59M | 0.01% |
20,975
| – | – |
|
503
Devon Energy
DVN
$50B
| $1.5M | 0.01% |
42,786
| – | – |
|
504
Alliant Energy
LNT
$17.7B
| $1.49M | 0.01% |
22,037
| – | – |
|
|
EMA
505
Emera Inc
EMA
$15.8B
| $1.48M | 0.01% |
30,928
| – | – |
|
506
Marathon Petroleum
MPC
$93.5B
| $1.44M | 0.01% |
7,466
| – | – |
|
507
monday.com
MNDY
$3.7B
| $1.43M | 0.01% |
7,371
| – | – |
|
508
Valero Energy
VLO
$93.1B
| $1.28M | 0.01% |
7,512
| – | – |
|
509
GlobalFoundries
GFS
$28B
| $1.15M | 0.01% |
32,204
-377
| -1% | -$13.4K |
|
510
Brown-Forman Class A
BF.A
$13B
| $1.12M | 0.01% |
41,494
| – | – |
|
|
RAL
511
Ralliant Corp
RAL
$8.01B
| $1.08M | ﹤0.01% |
24,640
+1
| +0% | +$44 |
|
512
Hormel Foods
HRL
$13.5B
| $1.05M | ﹤0.01% |
42,498
| – | – |
|
513
Warner Music
WMG
$13.5B
| $1M | ﹤0.01% |
29,448
| – | – |
|
514
Lennar Class B
LEN.B
$20.6B
| $889K | ﹤0.01% |
7,414
| – | – |
|
515
ODDITY Tech
ODD
$578M
| $813K | ﹤0.01% |
13,058
| – | – |
|
|
OPRA
516
Opera Ltd
OPRA
$1.79B
| $789K | ﹤0.01% |
38,228
| – | – |
|
517
Rocket Companies
RKT
$39.7B
| $749K | ﹤0.01% |
38,663
| – | – |
|
518
Cellebrite
CLBT
$4.08B
| $594K | ﹤0.01% |
32,038
| – | – |
|
519
Hafnia
HAFN
$3.64B
| $451K | ﹤0.01% |
74,826
| – | – |
|
520
GE Vernova
GEV
$270B
| $424K | ﹤0.01% |
689
| – | – |
|
521
Frontline
FRO
$8.33B
| $404K | ﹤0.01% |
17,659
| – | – |
|
522
Dow Inc
DOW
$22.6B
| $396K | ﹤0.01% |
17,269
| – | – |
|
523
Ingersoll Rand
IR
$33B
| $241K | ﹤0.01% |
2,914
| – | – |
|
524
Cummins
CMI
$87.9B
| $225K | ﹤0.01% |
+532
| New | +$204K |
|
525
Archer Daniels Midland
ADM
$38.5B
| $218K | ﹤0.01% |
+3,655
| New | +$214K |
|
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USS Investment Management's Q3 2025 Portfolio in Review
As of Q3 2025, USS Investment Management held 530 positions worth $22B, up 30% from $16.9B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
USS Investment Management deployed $3.66B of net new capital in Q3 2025, opening 7 new positions and adding to 35 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 1,092,167 shares worth $669M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 27% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Accenture, an estimated $166M trimmed.
- USS Investment Management's largest Q3 2025 buy was Vanguard S&P 500 ETF: 1,092,167 shares worth $669M.
- USS Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $1.87B increase.
- USS Investment Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $166M.
- USS Investment Management fully exited iShares MSCI Taiwan ETF in Q3 2025, selling an estimated $51.3M.
- USS Investment Management's ten largest holdings make up 48% of its $22B portfolio in Q3 2025.
- USS Investment Management opened 7 new positions and closed 4 in Q3 2025.
- USS Investment Management's portfolio value rose 30% quarter-over-quarter to $22B.
Based on USS Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.